$PLTR · Palantir is a $20T Company in the Making. Early Palantir Investor Explains.

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Antonio Linares

Palantir is a $20T Company in the Making. Early Palantir Investor Explains.

2025-10-29 · 2 company · 3 thematic

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antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote

“I've been saying for years that Palanteer is going to be a $20 trillion company... Palanteer is really a prime example of that, excuse me, is a digital twin company. Digital twins are exhaustive digital copies of your company's analog oper…”

—antonio linares

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